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Axa Investment Managers US Inc

● SEC registered since 2001CRD 113608SEC# 801-60374Stamford, CT
Export (members)
Ranks #205 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$79.24B
Fund GAV
$8.89B
Private funds
21
Employees
167
Accounts
208
Location
Stamford, CT

Axa Investment Managers US Inc assets under management

Axa Investment Managers US Inc is an SEC-registered investment adviser based in Stamford, CT. The firm has been registered since 2001. It reports $79.2 billion in regulatory assets under management and employs 167 people. Axa Investment Managers US Inc manages 21 private funds with combined gross assets of $8.9 billion, including St. Bernard Opportunity Fund I, Ltd. By regulatory assets, it ranks 205 of 6,004 private fund managers.

Axa Investment Managers US Inc private funds

21 funds · $8.89B GAV
FundTypeGross assetsMin.
St. Bernard Opportunity Fund I, Ltd.Hedge$1.1B$100K
Allegro CLO XIII, LtdSecuritized Asset$500.4M$250K
Allegro CLO XVII LtdSecuritized Asset$500.3M$250K
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Axa Investment Managers US Inc owners & executives

8 reported
NameTitleOwnershipSince
Axa Im US Group Holding LLC ControlShareholderOver 75%2018
Florian Bezault ControlHead Of Axa Im Americas - Regional Cfo AmericasUnder 5%2021
Jean-Christophe Menioux ControlDirector / ChairmanUnder 5%2022
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Frequently asked questions

How much does Axa Investment Managers US Inc manage?

Axa Investment Managers US Inc reports $79.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Axa Investment Managers US Inc manage?

Axa Investment Managers US Inc manages 21 private funds with combined gross assets of $8.9 billion.

How many employees does Axa Investment Managers US Inc have?

Axa Investment Managers US Inc reports 167 employees.

Where is Axa Investment Managers US Inc located?

Axa Investment Managers US Inc is based in Stamford, CT and has been SEC-registered since 2001.

Does Axa Investment Managers US Inc disclose fund performance?

Axa Investment Managers US Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Atlantic Street, Suite 1000, Stamford, CT 06901
Phone203-983-4200
Fax203-983-4247
Office hours9.00a.m. To 5.00p.m.
SEC regionBoston Regional Office (BRO)
CIK1920120
Discloses disciplinary historyYes

Regulatory AUM

$79.24B▼ 12%
Jan '25 — $90.19BFeb '25 — $90.19BMar '25 — $91.13BApr '25 — $91.13BMay '25 — $91.13BJun '25 — $91.13BJul '25 — $76.66BAug '25 — $76.66BSep '25 — $76.66BOct '25 — $76.66BNov '25 — $76.66BDec '25 — $76.66BJan '26 — $76.66BFeb '26 — $76.66BMar '26 — $79.24BApr '26 — $79.24BMay '26 — $79.24BJun '26 — $79.24B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
AUM vs fund managersTop 3%
Larger than 97% of 6,004 private-fund managers
Number of fundsTop 11%
More funds than 89% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers

Assets under management

$79.24Bregulatory AUM
Discretionary $78.34BNon-discretionary $902.4M

Fund type mix

Securitized Asset19
Hedge2

Service providers